Admin

The Admin portal is for the subscription owner to manage the resources in their subscription. This is where you manage Workspaces, Users and Organisations.

Admin Overview
Click here to open in a new window The Admin screen is where a Subscription Owner or Subscription Co-Owner can manage Workspaces, Users and Organisati...
Fri, 17 Jan, 2020 at 1:12 PM
Add a Workspace
Click here to open in a new window A workspace is a container where your organisation data and user permissions sit. Workspaces allow you to separate...
Fri, 17 Jan, 2020 at 1:14 PM
Add a MYOB AccountRight Organisation
Click here to open in a new window This help note will show you how to add a MYOB AccountRight online organisation to your workspace. MYOB AccountRig...
Fri, 17 Jan, 2020 at 1:17 PM
Add a Xero Organisation
Click here to open in a new window This help note will show you how to add a Xero organisation to your workspace.  For instructions on syncing an...
Fri, 17 Jan, 2020 at 1:20 PM
Add a QuickBooks Online Organisation
Click here to open in a new window This help note will show you how to add a QuickBooks Online organisation to your workspace.  For instructions on...
Fri, 17 Jan, 2020 at 1:21 PM
Invite a User
Click here to open in a new window Only Calxa subscription owners and co-owners can invite users to access their subscription. Once a user is invite...
Fri, 17 Jan, 2020 at 1:22 PM
Set User Permissions
Click here to open in new window Calxa subscription owners and co-owners alone can invite users to access their subscription. Once a user is invi...
Fri, 17 Jan, 2020 at 1:24 PM
Delete a User
Click here to open in new window Calxa subscription owners and co-owners alone can invite users to access their subscription, set their user permissio...
Fri, 17 Jan, 2020 at 1:26 PM
Add a MYOB Essentials Organisation
Click here to open in a new window This help note will show you how to add a MYOB Essentials organisation to your workspace.  For instructions on...
Fri, 17 Jan, 2020 at 1:28 PM
Organisations Menu
Click to open in a new window Under the main Admin menu there is an Organisations sub-menu. This menu shows a full list of organisations across all yo...
Fri, 17 Jan, 2020 at 1:29 PM